How big is V.J. Technologies, Inc.'s plan?

V.J. Technologies, Inc.'s plan reported $21.9M in assets and 154 participants for 2024.

Original filing (PDF)20250930095619NAL0019198450001

V.J. Technologies, Inc.

Name: V.J. Technologies, Inc. — V. J. Technologies 401(k), Form 5500 (2024)
Creator: V.J. Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

V. J. Technologies 401(k) Plan

401(k) retirement plan · V.J. Technologies, Inc.'s V. J. Technologies 401(k) Plan held $21.9M in plan assets for 154 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

154

Accounts w/ balance

147

Plan assets (EOY)

$21.9M

Net assets (EOY)

$21.9M

People on this filing

Karen Ventura signed V.J. Technologies, Inc.'s 2024 Form 5500 as plan administrator.

Karen Ventura — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

V.J. Technologies, Inc.'s EIN is 11-2916269.

EIN 11-2916269

Plan number 002

Plan year 2024

ACK ID 20250930095619NAL0019198450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for V.J. Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

V.J. Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

High average account balance (89th percentile).

Plan sponsor

Name

V.J. TECHNOLOGIES, INC.

EIN

all filings

Address

89 CARLOUGH ROAD · BOHEMIA, NY · 11716

Phone

(631) 589-8800

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANELY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$41K	—

Investments

32 direct securities · 1 pooled fund· $21.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$17.0M

22 holdings

Common Collective Trusts

$3.1M

1 holding

Other securities

$1.1M

9 holdings

Common Collective Trust

$706K

1 holding

					% of plan
American Funds Target Date 2025 R6 Mutual fund	Mutual Funds	—	—	$3.5M	15.9%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$3.1M	14.0%
American Funds Target Date 2020 R6 Mutual fund	Mutual Funds	—	—	$2.1M	9.7%
American Funds Target Date 2035 R6 Mutual fund	Mutual Funds	—	—	$1.6M	7.3%
MFS Growth fund Mutual fund	Mutual Funds	—	—	$1.4M	6.6%
American Funds Target Date 2040 R6 Mutual fund	Mutual Funds	—	—	$1.3M	5.8%
American Funds Target Date 2015 R6 Mutual fund	Mutual Funds	—	—	$1.2M	5.3%
American Funds Target Date 2030 R6 Mutual fund	Mutual Funds	—	—	$994K	4.5%
Fidelity Government Money Market Mutual fund	Mutual Funds	—	—	$910K	4.2%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$749K	3.4%
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$706K	3.2%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$685K	3.1%
American Funds Target Date 2050 R6 Mutual fund	Mutual Funds	—	—	$653K	3.0%
JPM Equity Income R5 Mutual fund	Other securities	—	—	$621K	2.8%
American Funds Target Date 2055 R6 Mutual fund	Mutual Funds	—	—	$494K	2.3%
American Funds Target Date 2045 R6 Mutual fund	Mutual Funds	—	—	$483K	2.2%
American Funds Target Date 2060 R6 Mutual fund	Mutual Funds	—	—	$297K	1.4%
Pimco Income Institutional Mutual fund	Mutual Funds	—	—	$242K	1.1%
Blackrock Lifepath Index RTMT Mutual fund	Other securities	—	—	$187K	0.9%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$182K	0.8%
American Funds New Perspective Fund Mutual fund	Mutual Funds	—	—	$157K	0.7%
loans maturing at various dates, secured by participant account balance	Other securities	—	—	$88K	0.4%
Blackrock Lifepath Index 2035 Mutual fund	Other securities	—	—	$74K	0.3%
American Funds Growth and Income Portfolio Mutual fund	Mutual Funds	—	—	$70K	0.3%
Blackrock Lifepath Index 2040 Mutual fund	Other securities	—	—	$62K	0.3%
American Funds New World Mutual fund	Mutual Funds	—	—	$49K	0.2%
Blackrock Lifepath Index 2055 Mutual fund	Other securities	—	—	$36K	0.2%
Goldman Sachs GQC Partners INTL Opportunities R6 Mutual fund	Other securities	—	—	$7K	<0.1%
Franklin income adv Mutual fund	Mutual Funds	—	—	$5K	<0.1%
Blackrock Lifepath Index 2045 Mutual fund	Other securities	—	—	$3K	<0.1%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$2K	<0.1%
American Funds Target Date 2010 R6 Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Blackrock Lifepath Index 2060 Mutual fund	Other securities	—	—	$1K	<0.1%